1、Moving with Slate:Unpacking a New Database and Making Sense of a New ProcessAmanda ColeTrine UniversityEmily MyersPost-Captain ConsultingMoving with Slate:Unpacking a New Database and Making Sense of a New ProcessAmanda ColeDirector of Advancement ServicesEmily MyersSlate ConsultantMaking the Case f

2、or Slate Another ConversionGetting to Know Amanda Started at Trine in July 2021 Albion College August 2018-July 2021ProfessionallyPersonally My Son Came to Slate LaunchPad in 2019 Family Farm Founded in 1884,as Tri-State Normal College Trine is located in Angola,Indiana Less than 3.5 hours areas suc

3、h as:Chicago,Indianapolis,Cleveland,Columbus,Grand Rapids,and more.450 Acres Opened Fall of 2022 40,000 sq ft expansion New home for biomedical engineering and computer science and information technology departments State-of-the-art technology,flexible labs and classrooms Active learning lab with a

4、maker spaceUniversity Advancement 9 Full Time Employees(3 Open Positions)Grants Alumni Relations Annual Giving Research/Stewardship Data/Gifts Fundraising 1 Part Time Gift Entry Employee University System of Record is Jenzabar Advancement Transitioned to Raisers Edge/Blackbaud in February 2019 Slate

5、 Integration began in February 2023 Need to be out by December 2023Implementation DifferencesAlbion College RFP Process was roughly 9 months Team of 5-6 with 4 Advancement Members Met 2x a Week Where/How Do We Start?Trine University Created a document that compared our current CRM to Slate 1 Person

6、in Advancement with IT Team Meet Weekly Front End BuildingMaking the Case for SlateAutomated Emails(Internal and ExternalMore Powerful QueriesEvents/Check In ProcessAudit LogRules/Automations Automatic Updates Upon Form Submission Cost Savings(26,000)Per Year Getting Rid of Some 3rd Party Vendors Di

7、fferent vs.Same Instance Alumni/Donor PortalAdditional ResourcesCommunity ConversationsSlate ScholarPreferred PartnersCommunity Forums Showcase Clean SlateSlate User Slack ChannelFacebook Super Sate Technolutions FriendsTips and Tricks for Navigating a New(or New to You)Slate Instance Post-Captain C

8、onsulting Who We Are Provide personalized support to institutions that use Slate.We specialize in implementation,support,and project management.Develop solutions to address your individual situation,while working with your team to design a plan that meets your needs,timeline,and budget.https:/ Have

9、A New Instance Now What?Inventory current technology+its purpose Current Business Processes Make Your Lists:Need to HaveNice to Have Wildest DreamsNew(to you)Instance:Where Do I Begin Again?How do they use Slate and what are they trying to accomplishMeet with Key Stake Holders If none exists,begin t

10、he process to createReview Any Existing Business Process Documentation Use it as a rubric to help you audit your new instanceSlate Implementation ChecklistI Know PlacesRecord LookupRecord LookupReview Areas of the Database RulesPopulationsConfiguration KeysResource AuditorWorkflowsPortalsFields/Prom

11、ptsJob Activity Manager Review Folder Structure In Deliver,Forms,Queries and Events Look for Templates in Deliver and Events How Is Your New Instance Using:Slate Voice Inbox Scheduler TripsTake time to listen to stakeholders and users Audit and review your new instanceIntegrate your experience with

12、what is working well in your new instance and best practiceUtilize resources,such as the Slate Community Tied together with a smile Tolerate it Wildest dreams The moment I knew Wouldve,shouldve,couldve The best days of your life Blank space Call it what you want Begin again Tell me why Question?I know places Everything has changed Glitch Me!Change Clean I shouldve said no Youre on your own kid Dont you Its nice to have a friend End game Mastermind This is me trying 22 This is what you came forQuestions and ContactAmanda Colecoleatrine.eduEmily MyersE#SlateSummit